Have just upgraded to Quicken 2006 Premier; main reason was to be able to get Morningstar Ratings on my mutual funds. After looking around I do not know how to get this info.
Would appreciate some help!! Thanks
Investing Center > Portfolio tab > "Show" = "Mutual Funds". Have the funds "selected" to appear in that view (Options > Customize current view), have correct tickers for the funds, have the funds assigned the Security Type, "Mutual Fund".
Could you please clarify further?
I have Q2006 Premier; all mutual funds have symbols. But when I followed your instructions only four of them fot the Morningstar ratings.
The others are not obscure funds: Franklin Templeton Mutual Shares, Vanguard Index 500, Dodge & Cox Balanced, etc. I know Morningstar has rated them. But the ratings don't appear in Quicken.
Thanks for gett>Les wrote:
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